You’ve Completed Your Wealth Screening – Now What?

Recorded on: August 21, 2019

So, you’ve finally got a mass wealth screening completed! Now what? Join guest webinar host Steve Grimes as he reviews some tips and tricks on how to organize, analyze, and manipulate the results of your wealth screening to help you inform your shop’s fundraising strategy. Specifically, find out how to standardize ratings and wealth attributes to organize your relevant prospect segments and how to supplement your wealth screening with open data for further insights on your prospects.

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